Jason
Dorfman
Nest Egg
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Dorfman is a financial advisor based in Conshohocken, Pennsylvania with 3 years of industry experience. Dorfman is an employee of Nest Egg. Over the course of their career, they have held roles at The Vanguard Group, Inc, University Of Connecticut, Rein Teen Tours, Greater Hartford Association Of Realtors, Hand And Stone Franchise Corp, Nest Egg and Nest Investments Bd LLC. Dorfman maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in New Jersey and Pennsylvania. Nest Egg is an advisory company that has its headquarters in Conshohocken, PA. It manages $64 million in assets between its 2,039 accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm provides services to six charities and foundations. Nest Egg provides portfolio management for individuals and small businesses. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Nest Egg typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Nest Egg Brokerage Details
$64,197,589
13
2,039
$31,485
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Dorfman Work History
Jason has been registered as a financial advisor for 3 years.*
Nest Egg
Nest Investments Bd LLC
The Vanguard Group, Inc
University Of Connecticut
Hand And Stone Franchise Corp
Rein Teen Tours
University Of Connecticut
Greater Hartford Association Of Realtors
University Of Connecticut
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Dorfman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nest Egg
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.